The Lifetime Income Model TM

Will your money last throughout your retirement?

Our Lifetime Income ModelTM allows you to strike the appropriate balance between risk and reward in order to achieve the appropriate retirement distribution plan. Our objective is to significantly impact your income while improving your quality of life during retirement.

The Plan for Financial Comfort TM

What's more important than your financial security?

Our Plan for Financial ComfortTM is designed to help you prepare for your financial future with an emphasis on handling life’s twists and turns. Changes in marital status or employment, children, or the death of a loved one – these all cause financial ripples and create a need for competent and compassionate planning.

The Legacy Discussion TM

Do you want to leave a financial legacy?

Our Legacy Discussion ModelTM helps your family with wealth transfer and long-term-care needs that may involve heirs and your charitable interests. Let us help you shape the future for generations to come by having an impactful conversation about your wealth distributions goals.

The Business Owner Model TM

What part of your business worries you the most?

Our Business Owner ModelTM offers creative solutions which aim to improve the financial health of what may be your single largest asset. We coordinate with legal and insurance specialists to manage all the moving parts, from employee benefits to succession planning. IFP understands how your business can impact your family.

The Integrated 401(k) TM

How does your company's 401(k) plan match up?

Our Integrated 401(k) ModelTMshows you how your employee retirement plan fits into your wealth accumulation goals. For business owners, these plans have never been more complex. Our goal is to keep you out of harm’s way and our 401(k) Fix-it ProgramTMprovides direction during challenging times.

Life in a Box

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The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
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